See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,367 | $138,347+4.4% | $184,203-21.6% | $80,856+78.5% |
| Participation rate | 92.1% | 83.9%+8.2pp | 86.8%+5.3pp | 67.6%+24.5pp |
| Annual return | 10.72% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,444 | $4,850-8.4% | $6,427-30.8% | $2,755+61.3% |
| Participant deferral / active EE | $8,051 | $7,071+13.9% | $9,131-11.8% | $4,296+87.4% |
| Admin fee / account holder | $31,982 | $10,483+205.1% | $13,901+130.1% | $6,918+362.3% |